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November 2026
04 Nov 2026 Tella rolls out significant changes to MyDash and Newpark
04 Nov 2026 Are we doing a good enough job of giving advice on insuring children?
03 Nov 2026 NZX 50 gains as Infratil joins data centre investor rally; RBA hikes
03 Nov 2026 AIA makes changes to its Vitality programme
02 Nov 2026 NZX 50 falls as blue chips F&P Healthcare, Meridian chilled in global slide
02 Nov 2026 Advisers embrace Westpac after trail commissions removed
02 Nov 2026 Ideas for reforming KiwiSaver
02 Nov 2026 FMA settles with departed chief executive, will pay out remainder of contract
October 2026
30 Oct 2026 NZX 50 dips in October as AI chill knocks Infratil
30 Oct 2026 Financial advice complaints down, but still some concerns, FSCL says
29 Oct 2026 Freightways rallies on strong trading update
29 Oct 2026 Booster gets green light to buy Lifetime
28 Oct 2026 RBNZ surprises with rate pause; Economists divided
28 Oct 2026 RBNZ says no political interference in OCR decision
28 Oct 2026 In a surprise move OCR held at 2.75%
28 Oct 2026 Meet Prospa BDM Ryan Dennehy-Beals
28 Oct 2026 Trail insurance research moves to paid service
28 Oct 2026 Generate targets complex advice clients with GoCIO
27 Oct 2026 ForBarr opens new office and appoints Associate Adviser for North Shore team
27 Oct 2026 Infratil rallied as Anthropic files IPO docs; Sanford in play as Ngāi Tahu exits
26 Oct 2026 Fund manager CEOs want KiwiSaver access lowered to 60 — with a catch
26 Oct 2026 Heathcote adds another manager to its portfolio
23 Oct 2026 NZX 50 dips 0.1% this week as AI spending keeps investors on edge
23 Oct 2026 OCR hike a foregone conclusion by economists and markets
22 Oct 2026 NZX 50 slides as latest Middle East flare-up boosts oil prices
21 Oct 2026 NZX 50 jumps as Infratil plays down data centre fearsNZX 50 jumps as Infratil plays down data centre fears
21 Oct 2026 Simplicity takes top KiwiSaver spot from Milford
20 Oct 2026 NZX 50 falls for a third day as rising oil prices overshadow US tech rally
20 Oct 2026 Simplicity commits $50m to Icehouse Growth Fund III
20 Oct 2026 Value investors shine
19 Oct 2026 Asteron Life backs adviser excellence
19 Oct 2026 NZX 50 slides as Infratil gets caught in souring AI sentiment
19 Oct 2026 Mortgage sector slowdown highlighted by fast bank turnaround times
19 Oct 2026 Advice adds at least 5% a year, but clients can’t see most of it
16 Oct 2026 Rebound from AI concerns dominates global trading but NZX bucks the trend
15 Oct 2026 Fisher Funds names new CIO
15 Oct 2026 NZX 50 shrugs off hot US inflation to rally from morning low
15 Oct 2026 KiwiSaver becomes election battleground as fund bosses clash over compulsion, Total Rem
15 Oct 2026 [GRTV] Lifting the hood on KiwiSaver promises this election
14 Oct 2026 NZX 50 inches higher ahead of US inflation data; Chinese tourists recover
14 Oct 2026 From a driverless car in Shenzhen to opportunities at home
14 Oct 2026 Squirrel contemplates NZX listing
13 Oct 2026 NZX 50 slides as fears over Chinese AI competition knock Asian markets
13 Oct 2026 Three way race for top insurance award
13 Oct 2026 Adviser use of ETFs likely to continue to grow, Smart says
13 Oct 2026 Advice clients’ KiwiSaver balances shine
12 Oct 2026 NZX 50 ekes out small gain as Gentrack, Vista join tech rally
09 Oct 2026 NZX 50 gains this week as F&P Healthcare tests new territory
08 Oct 2026 F&P Healthcare, power companies spur late rally for NZX 50
08 Oct 2026 AI adoption passes the tipping point
07 Oct 2026 NZX 50 joins decline across Asia; Infratil stumbles as CDC valuation dips
07 Oct 2026 Default switch may have pushed more KiwiSaver members to riskier funds
06 Oct 2026 NZX 50 ekes out small gain as Gentrack, Vista join tech rally
06 Oct 2026 FMA outlines its latest expectations for advisers
05 Oct 2026 F&P Healthcare pulls NZX 50 higher in late reversal
05 Oct 2026 US inflation impacts New Zealand mortgage rates
05 Oct 2026 NZX Wealth Technologies adds to product and relationship teams
04 Oct 2026 [Weekly Wrap] KiwiSaver in play; but outcome unclear
04 Oct 2026 ACT wants to make KiwiSaver earnings tax exempt
04 Oct 2026 Lifetime to buy Britannia and possibly get an equity injection
02 Oct 2026 NZX 50 slides as whippy bond markets knock rate-sensitive stocks
02 Oct 2026 Booster bifs a bit more money at innovation fund
01 Oct 2026 KiwiSaver non-contributing rates high, but there is some nuance to them
01 Oct 2026 NZX 50 starts October on a sour note as bond markets keep groaning
01 Oct 2026 ANZ Investments' new Head of Asset Allocation
01 Oct 2026 Heartland shareholders approve TSB deal
September 2026
30 Sep 2026 Hallenstein Glasson shines; NZX 50 climbs 1.6% in Sept quarter
30 Sep 2026 Hardship withdrawals fall but may be short-lived
30 Sep 2026 [Obituary] Josh Bronkhorst
30 Sep 2026 Mindful Money founder steps down
29 Sep 2026 Ryman hits 16 year low; Hallenstein Glasson Holdings hit an all-time high
29 Sep 2026 Diversifying doesn’t mean more cost
29 Sep 2026 FMA extends no action relief for climate reporting entities
29 Sep 2026 Make your fees more visible: Anderson
29 Sep 2026 Three new tools on Good Returns
28 Sep 2026 Lodestone pushes ahead with $100m IPO; NZX 50 powered higher
28 Sep 2026 [OBITUARY] Ross Collett: A true insurance adviser legend
28 Sep 2026 Generate launches GoCIO for private wealth advisers
26 Sep 2026 Chubb Life expands Life Lens eligibility across full Assurance Extra range
25 Sep 2026 NZX 50 navigates rising bond yields to end week higher
25 Sep 2026 Five new hires at QuayStreet
25 Sep 2026 Fisher Funds makes first direct investment under its private equity programme
25 Sep 2026 Booster to buy Lifetime advice group
25 Sep 2026 The Devil’s Advocate may be an adviser’s best friend
25 Sep 2026 Financial Are Advisers Writing on Policy Issues - Good
25 Sep 2026 RIAA seeks feedback on harm-avoidance review
24 Sep 2026 NZX 50 ekes out small gain as softer dollar buoys exporters
23 Sep 2026 NZX 50 falls as gentailers slide; KMD drops on soft outlook
23 Sep 2026 KiwiSaver fees cheaper than Australian super, research suggests
22 Sep 2026 NZX 50 extends rally as Meta’s Muse charms markets; KMD hits 2-mth high
22 Sep 2026 SIFA puts quality ahead of growth
21 Sep 2026 NZX 50 joins Asia rally as oil prices ease on cooling supply fears
21 Sep 2026 Could an old exclusion cost your client at claim time?
21 Sep 2026 Tower launches a faster way to connect clients with insurance cover
21 Sep 2026 Growth at Link points to adviser channel opportunities
21 Sep 2026 What's driving adviser-led KiwiSaver switches?
20 Sep 2026 OCR pass on rates vary from two days to five weeks
18 Sep 2026 NZX 50 posts weekly gain as Fed hike reassures investors
18 Sep 2026 Angus Dale-Jones: Level 5 is minimum standard for advisers
18 Sep 2026 Level 5 is a minimum, not best practice: Dale-Jones
Latest News
FMA settles with departed chief executive, will pay out remainder of contract
FMA settles with departed chief executive, will pay out remainder of contract
2 min read
Financial advice complaints down, but still some concerns, FSCL says
Financial advice complaints down, but still some concerns, FSCL says
4 min read
Booster gets green light to buy Lifetime
Booster gets green light to buy Lifetime
2 min read
Heathcote adds another manager to its portfolio
Heathcote adds another manager to its portfolio
2 min read
Latest Comments
Ideas for reforming KiwiSaver
The great bogey man in the room, which surprisingly has been dodged by everyone talking about KiwiSaver reform, is B2C distribution. I'd guess hundreds of thousands of customers are paying 20 - 50 bps for 'advice' which for many consists of little more than sell X fund and buy Y fund (which pays me more). Many won't even know they are being 'advised'. Surely, a cheaper way to get people in the right KiwiSaver is a digital risk profiler? 20 - 50 bps for life adds up! Financial advice is very valuable, but it is something that can really be delivered for people that have $50K kiwisavers?
1 day ago Market Commentator
FMA outlines its latest expectations for advisers
@Backstage, sadly, that is true. I saw more than a few throwing toys and backroom antics demonstrating academic concerns to boot. The reality of Level 5 education is the ability to locate and regurgitate the material; there is no requirement for the participant to understand it, which is both concerning and where Level 7 comes in. To be clear, I'm not suggesting Level 7 for insurance advisers; that wouldn't be productive as the academic institutions don't understand what the coal face looks like. However, a trade approach to that bit between regurgitation and understanding would be substantially more effective. This is where you do your Level 5 qualification, demonstrating you can find the information, and then operate for 2-3 years under supervision before being deemed fully qualified. This is far more effective in getting advisers up to the standard needed to be effective, and reflects the general operating environment we already have from most providers. For those who don't know, most insurers typically require 2 years of insurance advice experience before they will entertain providing principal agencies to the principal adviser under a new/their own FAP. But that only addresses the adviser side, and it's only as effective as the knowledge of the principal adviser. In my experience, this isn't enough, which is why knowledge-sharing opportunities like conferences and independent adviser workshops are critical to professional growth. Personally, I was only confident enough to say it's time to do my own thing after rubbing shoulders with great advisers who gave me the opportunity to look under the hood of their own businesses, mostly as their BDM, but also through the industry work I have been involved in. That experience was invaluable. It didn't stop me from making similar operational mistakes, but it did help me climb out of the holes and carry on. I don't have an answer for the population; that is where industry bodies and government need to come up with a plan. But recently, reviewing some of the 2008 carnage, I see the problem as attention and eyeballs. People are either disinterested or fearful of the financial system, and they let things happen that shouldn't. Mostly, it seems the issue is perceived complexity, where people great with math seem to come apart like a 2-bob watch when the numbers have a $ sign in front. Somehow, because it's money, all logic flies out the window. Except most of what we have seen in terms of harm can be tackled with a simple question before acting: Why? Why are we doing this? What are the risks? Why should we not do this? Questions salespeople avoid, and advisers explain. It's like the numpties in social posts saying, "Cancel your medical insurance, save the money?" Are you going to pay my bills if that doesn't work out?
1 day ago Jon-Paul Hale
Financial advice complaints down, but still some concerns, FSCL says
The case involving a $320,000 settlement is a wild ride! * Woman attends seminar run by adviser in 2020. Adviser convinces her to quit her job, sell her house, and invest $2.3M in the share market. (Client had wanted to buy a house and only invest $1M.) * 2 years later client returns to work, as the adviser's original income projections were "overly optimistic". Also withdraws $1.1M to buy a house, crystallising a $216k loss. * April 2025 - adviser panics when Trump tariffs announced, advises client to liquidate share portfolio. * Total loss on original $2.3M = $396k, including $93k of adviser fees.
3 days ago Paul Flood
Fund manager CEOs want KiwiSaver access lowered to 60 — with a catch
Yes agree with access to kiwisaver at age 60, raising super age to 67 or 68, and if we going to down the Australian path, asset test the pension also
6 days ago Lynda Edwardson
FMA outlines its latest expectations for advisers
@JP Well a lot complained about doing a basic Level 5 paper. Then, you confirm my statement when you explain about educating the public. I guess in short, if you want cut through, we need to use less than 6, six letter words, sad but true. This would likely require a thematic.
1 week ago Backstage